Reporting based on task template list

  • 1.  Reporting based on task template list

    Posted 08-14-2017 18:46
    One of the important end games for our app is creating a report, maybe to Excel, that our client can use to determine where we stand in the process.  CAVEAT-the client will not have access to QB.  

    Currently I have a task table where each task is part of a text-multiple choice field.  It is sufficient, if not elegant nor the best way to report. Is there any export reporting benefit to a task template system versus a single field to pick through?  Not looking for how to setup just if people find getting the data out, to say Excel, and manipulating it however is needed is better as a template?